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United Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2055362 · latest 13F-HR filed 2026-05-04

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$402.3M

Long-equity book

Holdings

24

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+0 / −0 / ↑7 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$2.9M +14.4%
  • DIMENSIONAL ETF TRUST$2.4M +8.4%
  • DIMENSIONAL ETF TRUST$2.1M +17.2%
  • DIMENSIONAL ETF TRUST$597.5K +5.1%
  • DIMENSIONAL ETF TRUST$558.9K +6.3%
Show all 7 →

Top Trims

  • UNITED AIRLS HLDGS INC-$194.4K -46.7%
  • DIMENSIONAL ETF TRUST-$118.5K -5.3%
  • WELLS FARGO & CO-$51.9K -14.6%
  • VANGUARD INTL EQUITY INDEX F-$49.0K -14.2%
  • ISHARES TR-$32.9K -13.5%
Show all 5 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $146.2M 36.35% 3,762,717 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $34.8M 8.65% 979,558 SH
3 DIMENSIONAL ETF TRUST DFGX 25434V575 $34.6M 8.61% 660,407 SH
4 DIMENSIONAL ETF TRUST DFSV 25434V815 $31.5M 7.83% 899,209 SH
5 DIMENSIONAL ETF TRUST DUHP 25434V831 $28.5M 7.08% 775,275 SH
6 DIMENSIONAL ETF TRUST DFGP 25434V583 $22.9M 5.69% 424,059 SH
7 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $21.8M 5.41% 365,624 SH
8 DIMENSIONAL ETF TRUST DFAR 25434V823 $14.1M 3.50% 594,705 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $12.3M 3.05% 311,425 SH
10 DIMENSIONAL ETF TRUST DIHP 25434V765 $11.0M 2.74% 341,629 SH
11 DIMENSIONAL ETF TRUST DFCF 25434V872 $9.5M 2.37% 225,576 SH
12 DIMENSIONAL ETF TRUST DFEM 25434V732 $9.4M 2.35% 273,183 SH
13 DIMENSIONAL ETF TRUST DFNM 25434V849 $6.4M 1.59% 133,269 SH
14 DIMENSIONAL ETF TRUST DFEV 25434V740 $5.8M 1.44% 162,429 SH
15 DIMENSIONAL ETF TRUST DEHP 25434V757 $5.8M 1.44% 171,484 SH
16 DIMENSIONAL ETF TRUST DFAX 25434V880 $3.1M 0.77% 91,159 SH
17 DIMENSIONAL ETF TRUST DFSU 25434V716 $2.1M 0.53% 51,732 SH
18 DIMENSIONAL ETF TRUST DFSI 25434V690 $627.7K 0.16% 14,804 SH
19 VANGUARD INDEX FDS VTV 922908744 $503.4K 0.13% 2,566 SH
20 WELLS FARGO & CO WFC 949746101 $304.0K 0.08% 3,818 SH
21 VANGUARD INTL EQUITY INDEX F VT 922042742 $296.3K 0.07% 2,142 SH
22 DIMENSIONAL ETF TRUST DFSE 25434V682 $228.0K 0.06% 5,382 SH
23 UNITED AIRLS HLDGS INC UAL 910047109 $222.2K 0.06% 2,413 SH
24 ISHARES TR IVV 464287200 $211.3K 0.05% 323 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $402.3M 24 0002085853-26-000545
2025-12-31 2026-02-11 $386.6M 24 0002085853-26-000248